China News Service Client, Beijing, July 11 (Reporter Xie Yiguan) "If you bought aerospace military stocks for 100,000 yuan, you might be able to make 20,000 yuan this week; if you bought semiconductor stocks for 1 million yuan, Then you may be able to make 160,000 this week; if you don’t invest a penny, you may feel that you have missed 100 million."

Shanghai Index Week K chart.

A-shares soared, and stockholders earned 39,000 yuan a week

  "New investors are busy opening accounts and entering the market, and old investors laughed that they did not outperform the index. Those who have clamored to invest in real estate are now discussing stocks, even the elders at the street, to ask you how the stock market is." Some netizens were so lamented recently. Stock performance.

  On July 10, the three major A-share stock indexes were mixed. The Shanghai stock index closed down 1.95% at 3833.32 points, falling below 3400 points, ending the "eight consecutive gains" market; the Shenzhen Component Index closed down 0.61% at 13671.24 points; the GEM index closed up 0.75% at 2778.46 points.

  However, thanks to the strong market in the previous four days, the Shanghai stock index rose 7.31% this week, the Shenzhen Component Index rose 9.96%, and the GEM Index rose 12.83%.

  Market sentiment is rising. On the 10th, the turnover of A shares exceeded 1.6 trillion yuan, breaking the trillion for the seventh consecutive day. This phenomenon occurred 5 years ago, and the cumulative turnover of A shares this week exceeded 8 trillion yuan.

  In terms of market capitalization, the value of the A-share market rose by 6.2 trillion yuan this week, and 160 million shareholders made an average of 39,000 yuan.

  In terms of specific sectors, the aerospace military sector led the week with a rise of 20.25%. In addition, semiconductors, computer hardware, retail, software, precious metals and other sectors also rose weekly. In other words, "If you bought a certain aerospace military stock for 100,000 yuan, and the stock price rose more than the average increase in the sector, then you made at least 20,000 yuan this week."

In the past 30 days, northward capital flows.

  Under the profit-making effect, more funds are attracted to the market. The balance of margin financing and securities lending increased by more than 10 billion yuan in a single day, and increased by 123.659 billion yuan in the first four days of this week, which has exceeded the total net inflow in June; In addition, this week's net inflow was 28.208 billion yuan, and this month's net inflow was 58.517 billion yuan.

The market changes rapidly, and these changes should be noted

  Although the trading volume of A shares broke trillion yuan for 7 consecutive days, the market on Friday (July 10) has cooled down significantly, and several indicators have begun to change.

  First of all, the big financial sector that detonated the A-share big blue chip stocks in this round of resurgence once again showed a pullback. For example, the brokerage stocks that were "in the limelight" last week, this week's trend repeated, the strong market continued on Monday, and it quickly retreated on Tuesday and returned to strong on Thursday. , But went down again on Friday. Secondly, there has been a net outflow of northbound funds that have been rushed for several consecutive days. On the 10th, the net outflow of northbound funds reached 4.393 billion yuan, the first time since July.

  The main funds have also released a cooling signal, and social security funds and other "national teams" have begun to reduce their holdings.

  On the 9th, the China People's Insurance Disclosure Announcement stated that the National Social Security Fund intends to reduce its holdings of company A shares by no more than 884 million shares, corresponding to a market value of approximately 7.293 billion yuan. On the same day, the three companies, Huiding Technology, Beidou Xingtong and Taiji Industry, announced that the National Integrated Circuit Industry Investment Fund plans to reduce their holdings by no more than 2%, 1%, and 1.5%, respectively.

  Another heavy news is that on the 8th, the CSRC conducted a centralized exposure of the list of 258 illegal platforms and their operating agencies.

  “The CSRC’s crackdown on illegal over-the-counter funding on the one hand maintains the rule of law in the capital market, thereby safeguarding the interests of the majority of investors. On the other hand, it greatly reduces the market’s high-risk speculation by significantly reducing the capital leverage brought by the illegal off-the-shelf funding channels. Behavior, and prevent the resulting bubbles in advance." Shanxi Securities Analysis.

Data graph: Two investors are fiercely discussing the trend of the stock index. China News Agency reporter Wei Liangshe

  In addition, following the recent reduction in holdings of industrial capital, there is another piece of information that needs to be paid attention to. In July, the Science and Technology Board will usher in the first batch of “restrictions” on restricted shares. Especially on July 22, 24 companies collectively ushered in lifting the ban, the market value of lifting the ban is expected to exceed 200 billion yuan.

  However, Guosheng Strategy stated that although there is widespread concern in the market about the lifting of the ban on science and technology board, the short-term impact is limited, and the long-term is expected to provide a good opportunity to allocate funds for admission.

"Investment needs to be cautious"! Brokers have prompted risks

  The market continues to be hot, with a large number of retail investors “running” into the market, and agencies such as brokerage companies have begun to sit still this week, prompting risks.

  Everbright Securities said that the market has repeatedly made new highs driven by optimism, but from a valuation perspective, the current market valuation is no longer significantly underestimated, and there is even a certain overestimation. Before the recovery of corporate profits is confirmed, the market May face a thrilling jump from currency-driven to profit-driven.

  "In the future, if the consumer price index (CPI) and house prices rebound beyond expectations, and the easing policy quickly withdraws, these three factors may expose the market to adjustment risks." Everbright Securities believes.

Information figure: Securities company staff guides stockholders in online transaction process. China News Agency reporter Yin Liqin

  Shanxi Securities reminded that the recent overall market has risen rapidly, the correlation of sector yields has declined, and the sector has been rotating rapidly. It is not appropriate to chase up the operation too frequently. It is recommended to configure the target of low valuation stocks supported by fundamentals and funds.

  In addition, "continuously pay attention to short-term market changes, such as incremental funds, quantitative energy factors and other indicators." Shanxi Securities pointed out that it is concerned about the downside risks of overvalued stocks in the market, as well as future regulators' position and potential on the current market The possible negative impact of policy changes on the market.

  "The market has continued to rise sharply before. I don't think it's a "bull market" coming. The rapid rise in the short term, on the one hand, does not rule out that some people use the market's excessively optimistic judgment on the economic outlook to speculate, on the other hand, it is because of the capital brought by the loose liquidity Market expansion." Liu Feng, chief economist of Galaxy Securities told China News that "the real economy is recovering, and the improvement of corporate fundamentals is not so optimistic, so it can be judged that this increase is unsustainable and second There may be some repetitions, but the general trend of the market outlook should be good."

  “This time, the supervisory authorities have warned investors by cracking down on over-the-counter allocation, but they still need to further strengthen the supervision of investors’ trading accounts, pay close attention to abnormal changes in funds in and out, sources of transactions, and trading methods, improve risk warnings, and crack down on timely and severe crackdowns. Illegal behavior that disrupts the normal order of the market." Liu Feng said that investors should also strengthen their own judgment, pay attention to signals such as large-scale reductions and pledges of enterprises, and don’t toss for a long time and take a great risk, but did not earn money.

  For example, Guan Qingyou, the dean of the Financial Research Institute and chief economist, said that for mature investors, from the perspective of trading strategies, it is of course necessary to get on the bus when they get on the bus, but for most novices who don’t know much about the stock market. It is recommended that you suppress your mood and stay calm, because the benefits you may get are much smaller than the risks.

  "Investments are risky, and you need to be cautious when entering the market." Do you speculate in stocks and how much money did you make this week? (Finish)